Wednesday, April 18, 2018

Household accounting can be overwhelming. But neglecting it
can cost you financially and cause unnecessary stress. We are honored to offer
household bookkeeping services to our clients. We don’t take for granted that
our clients invite us into their home and entrust us with their personal
finances. Our goal is take the stress out of household accounting and provide
peace of mind.

We ensure all bills are accounted for and paid timely. In
doing this, we also review the bills for any inconsistency or mistakes. We make
sure all bills have arrived and call to request any expected bills if they do
not arrive on time. All supporting documents are organized and filed correctly
for accurate record keeping. We review bank and credit card statements for any
unusual activity.

Some of our clients may use an accounting software such as
Quicken or Mint to track their finances. We are proficient with the major
accounting software platforms. Utilizing these tools can be a great help. We
take care of importing and coding all transactions. This information can help
track budgets and produce helpful reports. With this information we can answer
such questions as, “How am I spending my money?” and “Could I be saving and
investing more?”.

We are also available to advise on matters.Especially as our clients grow older, their
needs may change and they can relay on our years of expertise to help guide
them. For instance, they might need to change insurance plans or take an
additional plan to meet their current needs and anticipate what they will need
the coming years.

We work closely with CPA’s and financial advisors to form a
cohesive team with our client’s best interest at the forefront. Since we are carefully
tracking expenses and organizing documents throughout the year, we make the
process of gathering information for tax returns seamless.

So let’s take the pain and stress out of your household
accounting by utilizing our services. We truly believe our services are a
gamechanger for our clients.